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Operations Coordinator

Unity Holdings
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Role: Operations Coordinator 

Location: Los Angeles, CA

Reports To: Head of Operations

Click here to submit your application
 

About Unity Investments

Unity is an investment platform and high-trust network built to eliminate adverse selection in private markets. We do this by curating a trusted ecosystem of founders and investors, led by a core team that proactively manages every opportunity with transparency, alignment, and precision. Operating across three synergistic pillars—Investments, Advisory, and Network—Unity focuses primarily on private credit while pursuing contingent and related private market opportunities. We are both investors and builders, committed to backing exceptional businesses and creating lasting value through better access and better relationships.

 

About the Role

Unity Investments is seeking an Operations Coordinator to support our growing team. This is an entry-level role designed for someone with 2–4 years of professional experience in private markets, alternative investments, financial services, or startup operations who is looking to build a career in investment operations.

 

You will play a key role in supporting day-to-day operations, assisting with investor servicing, and helping maintain accurate financial and operational records. This position provides hands-on exposure to investment processes and the opportunity to learn and grow within a dynamic and fast-paced environment.
 

This is an ideal position for an ambitious self-starter who thrives in dynamic environments and is passionate about delivering exceptional service to investors.

 

Responsibilities

  • Investment & Transaction Support
    • Assist with processing subscriptions, capital calls, distributions, and investment closings
    • Help maintain accurate records of investment activity, including transaction checklists and documentation
    • Support cash management activities such as tracking wires and investor distributions
  • Operational Support
    • Maintain and update internal systems and trackers with investor, fund, and transaction data
    • Assist in preparing materials for internal reporting and investor updates
    • Coordinate with other divisions (investments, accounting, legal) on investment management requests
  • Investor Services
    • Be obsessed with addressing investor inquiries in a timely manner and with excellent customer service
    • Support investor onboarding by collecting documentation, assisting with new account opening and AML/KYC checks
    • Help prepare investor statements, communications, and other deliverables
  • Process & Compliance Support
    • Follow established operational procedures to ensure accuracy, efficiency, and compliance
    • Assist in documenting workflows and identifying areas for process improvement
    • Help ensure that records and files are maintained in line with compliance requirements
  • Business Development
    • Assist the operations team in launching new subsidiary businesses and executing on zero-to-one projects
    • Provide research and insights into industry best practice for new businesses across a diverse range of industries
    • Develop, implement, and maintain SOPs for subsidiary businesses
       

Core Competencies

  • Adept at stakeholder management and cross-functional collaboration
  • Excited about process development, implementation, and improvement
  • Strong communication skills and a collaborative mindset
  • Proactive, eager to learn, and comfortable working in a fast-paced environment
  • Detail-oriented with the ability to manage multiple projects simultaneously
  • Strong work ethic and the ability to work independently and as part of a team
  • Strong organizational skills and attention to detail

 

Qualifications

  • 2–4 years of experience in financial services or startup operations
  • Direct experience in private credit, private markets, or alternative investments
  • Bachelor’s degree in Finance, Accounting, Business, or related field
  • Proficiency with Excel/Google Sheets and comfort working with financial data
     

Compensation and Benefits

  • Full-time position
  • Competitive salary based on experience
  • Hybrid office benefit
  • Benefits package including health insurance
  • Paid time off and holidays

 

Our Values

  • Incentive Alignment. Founding Partners invest in every deal we originate.
  • Investors First, Always. Every decision we make prioritizes the investor, as we aim to challenge the status quo of the opaque investment industry.
  • Transparency. We communicate openly and honestly—always. We never obscure the truth to protect our reputation. Instead, we build trust through full transparency and foster an inclusive environment where every voice is heard, respected, and valued.
  • Proactiveness. Private credit requires active monitoring and negotiation throughout the deal's lifecycle, and the Unity team proactively finds creative solutions behind the scenes to safeguard investors' capital.
  • Strong Moral Compass. Our commitment to a strong moral compass guides every decision and action we take. Integrity, transparency, and ethical conduct form the foundation of our interactions with investors, partners, companies, and our team. We believe in doing what's right, even when no one is watching.

 

Equal Opportunity Employer

Unity is committed to equal-opportunity employment and is dedicated to building an inclusive and diverse workforce. All employment decisions are based on qualifications, merit, and business needs.